Number of Shares
537,602.00
Current Holdings Value*
$38.65 Mil
% of Portfolio
7.57%
Total Estimate Gain
$102.62 Mil
% of Total Estimate Gain
90.50%

AdvisorShares Investments LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, AdvisorShares Investments LLC held 537,602.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $38.65 Mil. This investment constitutes 7.57% of their stock portfolio, and AdvisorShares Investments LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.

The initial trade took place in 2020Q3. And since then AdvisorShares Investments LLC has made 4 purchases of JKH, at an average price of $148.88, for a total of 761,677.00 shares. In addition, there have been 2 sales at an average price of $66.34 for 224,075.00 shares. Based on historical transaction data and JKH's current price of $374.17, AdvisorShares Investments LLC's estimated gain on his JKH holdings is $102.62 Mil, reflecting a 90.50% gain to date.

AdvisorShares Investments LLC JKH ($374.17) Holding Chart

AdvisorShares Investments LLC JKH ($374.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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